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Short Trend Summary
Despite challenges, USD capital markets, particularly US equities driven by the IT sector, are expected to maintain their dominance.
USD Capital Market Dominance- Navigating Global Uncertainty
- Bond markets
- Currency markets
- Equity Markets
- Global Finance
- Business & Commerce
- Finance & Money
Despite challenges, USD capital markets, particularly US equities driven by the IT sector, are expected to maintain their dominance.
Julius Bar: Secular outlook 2025USD Capital Market Dominance
Despite challenges, USD capital markets, particularly US equities driven by the IT sector, are expected to maintain their dominance.
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Short Trend Summary
The US economy is expected to achieve a soft landing in 2025, with moderate growth and decreasing inflation, despite potential risks.
US Soft Landing Expected- Navigating Global Uncertainty
- Global markets
- US economy
- Business & Commerce
- Finance & Money
The US economy is expected to achieve a soft landing in 2025, with moderate growth and decreasing inflation, despite potential risks.
Allianz: Global Investors Outlook 2025US Soft Landing Expected
The US economy is expected to achieve a soft landing in 2025, with moderate growth and decreasing inflation, despite potential risks. 
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Short Trend Summary
The re-election of Donald Trump introduces significant uncertainty regarding US trade policy and its impact on global markets.
US Policy Uncertainty- Navigating Global Uncertainty
- Global Trade
- Inflation
- US economy
- Business & Commerce
- Finance & Money
- Government & Politics
The re-election of Donald Trump introduces significant uncertainty regarding US trade policy and its impact on global markets.
Barclays: Outlook 2025US Policy Uncertainty
The re-election of Donald Trump introduces significant uncertainty regarding US trade policy and its impact on global markets. 
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Short Trend Summary
The incoming Trump administration is expected to introduce significant policy changes, particularly in trade and immigration, creating uncertainty in the market.
US Policy Uncertainty- Navigating Global Uncertainty
- Global Trade
- Immigration flows
- US economy
- Business & Commerce
- Finance & Money
- Government & Politics
The incoming Trump administration is expected to introduce significant policy changes, particularly in trade and immigration, creating uncertainty in the market.
Invesco: 2025 Investment OutlookUS Policy Uncertainty
The incoming Trump administration is expected to introduce significant policy changes, particularly in trade and immigration, creating uncertainty in the market. 
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Short Trend Summary
The US office market is facing significant challenges, with record-high vacancy rates and structural headwinds impacting valuations.
US Office Distress- Navigating Global Uncertainty
- Investment
- Office Market
- US Commercial Real Estate
- Business & Commerce
- Finance & Money
- The Workplace
The US office market is facing significant challenges, with record-high vacancy rates and structural headwinds impacting valuations.
Allianz: Global economic outlook 2024-2025US Office Distress
The US office market is facing significant challenges, with record-high vacancy rates and structural headwinds impacting valuations. 
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Short Trend Summary
The US currently dominates the AI landscape, attracting the majority of global AI funding and talent.
US Leads AI Arms Race- AI-Driven Transformation
- Navigating Global Uncertainty
- AI
- Geopolitics
- Talent Acquisition
- Technology Investment
- Business & Commerce
- Emerging Technology
The US currently dominates the AI landscape, attracting the majority of global AI funding and talent.
CB Insights: Tech trends 2025US Leads AI Arms Race
The US currently dominates the AI landscape, attracting the majority of global AI funding and talent. 
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Short Trend Summary
Trump's proposed policies, while potentially growth-stimulating, are projected to significantly worsen the US fiscal deficit, posing a long-term risk to the economy.
US Fiscal Deterioration- Navigating Global Uncertainty
- Investor confidence
- US government debt
- US interest rates
- Business & Commerce
- Finance & Money
- Government & Politics
Trump's proposed policies, while potentially growth-stimulating, are projected to significantly worsen the US fiscal deficit, posing a long-term risk to the economy.
Schroders: Multi Asset 2025 OutlookUS Fiscal Deterioration
Trump's proposed policies, while potentially growth-stimulating, are projected to significantly worsen the US fiscal deficit, posing a long-term risk to the economy. 
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Short Trend Summary
US equity valuations are historically high, posing a long-term challenge and increasing the downside risk in the event of an economic downturn.
US Equity Valuation Challenge- Navigating Global Uncertainty
- Long-term investment returns
- Market volatility
- US equity markets
- Business & Commerce
- Finance & Money
US equity valuations are historically high, posing a long-term challenge and increasing the downside risk in the event of an economic downturn.
Goldman Sachs: Markets outlook 2025...US Equity Valuation Challenge
US equity valuations are historically high, posing a long-term challenge and increasing the downside risk in the event of an economic downturn. 
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Short Trend Summary
The US economy is expected to moderate, experiencing a soft landing with declining inflation, allowing for gradual interest rate cuts.
US Economy Soft Landing- Navigating Global Uncertainty
- Global economy
- US Bonds
- US Equities
- Business & Commerce
- Finance & Money
The US economy is expected to moderate, experiencing a soft landing with declining inflation, allowing for gradual interest rate cuts.
Amundi: Investment outlook 2025US Economy Soft Landing
The US economy is expected to moderate, experiencing a soft landing with declining inflation, allowing for gradual interest rate cuts. 
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Short Trend Summary
A Republican election victory is expected to trigger reflationary policies in the US, boosting growth but potentially increasing inflation and public debt.
US Economy Poised for Reflation- Navigating Global Uncertainty
- Global Trade
- Inflation
- Public Debt
- US economy
- Business & Commerce
- Finance & Money
- Government & Politics
A Republican election victory is expected to trigger reflationary policies in the US, boosting growth but potentially increasing inflation and public debt.
Fidelity: Outlook 2025US Economy Poised for Reflation
A Republican election victory is expected to trigger reflationary policies in the US, boosting growth but potentially increasing inflation and public debt. 
